+11.1%
LBRT vs PLTU
+154.0%
-142.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.0% | +10.0% | +1.9% |
| 7D | +8.3% | -13.6% | +21.8% | +9.4% |
| 30D | +6.1% | +16.7% | -10.5% | +4.0% |
| 3M | -34.8% | +29.6% | -64.3% | -37.7% |
| 6M | -24.8% | -0.1% | -24.7% | -27.7% |
| YTD | +12.2% | -31.5% | +43.7% | +12.2% |
| 1Y | +94.0% | -19.7% | +113.7% | +86.8% |
| All | +11.1% | +154.0% | -142.9% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling